SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$5.6M
3
+$4.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$4.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.58M

Top Sells

1
+$1.87M
2
+$1.81M
3
+$1.53M
4
WY icon
Weyerhaeuser
WY
+$872K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$806K

Sector Composition

1 Healthcare 12.19%
2 Technology 10.67%
3 Energy 7.66%
4 Industrials 7.48%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
160
877
$3K ﹤0.01%
+57
878
$3K ﹤0.01%
100
879
$3K ﹤0.01%
100
880
$3K ﹤0.01%
+211
881
$3K ﹤0.01%
200
882
$3K ﹤0.01%
717
-41
883
$3K ﹤0.01%
150
884
$2K ﹤0.01%
547
885
$2K ﹤0.01%
+60
886
$2K ﹤0.01%
+21
887
$2K ﹤0.01%
250
888
$2K ﹤0.01%
+102
889
$2K ﹤0.01%
100
890
$2K ﹤0.01%
+17
891
$2K ﹤0.01%
70
892
$2K ﹤0.01%
248
893
$2K ﹤0.01%
+27
894
$2K ﹤0.01%
29
895
– –
0
896
$2K ﹤0.01%
130
897
$2K ﹤0.01%
102
898
$2K ﹤0.01%
+123
899
$2K ﹤0.01%
+26
900
$2K ﹤0.01%
28
-16
34 35
36
37 38